Plan Snapshot
- Plan Sponsor: Morrow, Tompkins, Trueblood & Lefevre, LLC
- Sponsor EIN: 204831454
- Sponsor Address: 58 E PENN STREET, NORRISTOWN, PA, 19401
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 0 | $0 | $9,732 | $0 |
| 2024 | 2 | $1.2M | $12,451 | $31,314 |
| 2023 | 3 | $1.1M | $8,757 | $59,914 |
| 2022 | 4 | $1.4M | $5,816 | $28,947 |